401(k) · DOL Form 5500 · 2024
Ag Plus Cooperative 401(k) Plan
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 162
- Participants Small participant base
- 49th
- Percentile by assets National rank
- $44,514
- Avg per participant Low balance/head
Official DOL plan name: Ubg 401(k) - Ag Plus Cooperative · Sponsored by Ag Plus Cooperative · Minnesota · Wholesale Trade
$7M in assets, 162 participants
Ag Plus Cooperative's Ubg 401(k) - Ag Plus Cooperative reported $7M in total assets and 162 participants in its 2024 DOL Form 5500 filing, ranking in the 49th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- #2,348 in Wholesale Trade (6,080 peers)
Coverage in Minnesota
Ubg 401(k) - Ag Plus Cooperative covers 162 participants in Minnesota, about 14% of the average Minnesota filer (state average ~1,126 per filing). Assets: $7M.
- #2,348
- in Wholesale Trade (6,080 peers)
- +8.6%
- assets growth YoY
Ubg 401(k) - Ag Plus Cooperative's mid-pack asset rank among Wholesale Trade and all filers
Ubg 401(k) - Ag Plus Cooperative vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$7,211,235 49th percentile higher than 49% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Ubg 401(k) - Ag Plus Cooperative among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ubg 401(k) - Ag Plus Cooperative sits mid-pack in the medium band (162 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Ubg 401(k) - Ag Plus Cooperative reported net income fell from $1M in the plan year 2023 filing to $570K in the plan year 2024 filing.
- Ubg 401(k) - Ag Plus Cooperative end-of-year assets rose from $7M in the plan year 2023 filing to $7M in the plan year 2024 filing.
- Ubg 401(k) - Ag Plus Cooperative reported participants rose from 151 in the plan year 2023 filing to 162 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 410251170 · Ag Plus Cooperative PY 2024 · 401(k)
Ubg 401(k) - Ag Plus Cooperative · $7M · 162 · 49th
- 5500 $7M
- ASSETS 162
- PCT 49th
- EIN 401(k)
- RANK near American Asphalt Company, Inc. 401(k) Profit Sharing Plan
- PHOTO ind #2348
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Wholesale Trade retirement plans → · Plans in Minnesota →
Ubg 401(k) - Ag Plus Cooperative in the asset neighbourhood
Minnesota filing particulars
| Total Assets (Beginning of Year) | $7M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | $570K |
| Employer EIN | 410251170 |
| Plan Effective Date | 1997-02-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Ag Plus Cooperative)
Sponsor-wide plan assets over time
All Ag Plus Cooperative plans reported in each filing year
- Latest sponsor-wide plan assets
- $7M 30.338701488552854% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 149 | $6M |
| 2023 | 1 | 151 | $7M |
| 2024 | 1 | 162 | $7M |
Nearby 401(k) Plans in Minnesota
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $57.9B · 179,076
- Unitedhealth Group 401(k) Savings Plan $26.6B · 205,460
- Target Corporation 401(k) Plan $14.4B · 409,649
- Medtronic Savings and Investment Plan $13.7B · 38,480
- U.S. Bank 401(k) Savings Plan $11.4B · 73,109
Ubg 401(k) - Ag Plus Cooperative's out-of-state 401(k) peers by assets and headcount
Outside Minnesota, the nearest 401(k) by assets is American Asphalt Company, Inc. 401(k) Profit Sharing Plan in NJ ($7M); by covered participants it is Central Ohio Urology Group, Inc. 401(k) Profit Sharing Plan in OH (162 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
Similar participant headcount
Nearest other-state filings by covered participants (162 participants); asset peers above are excluded.
- Central Ohio Urology Group, Inc. 401(k) Profit Sharing Plan (OH) 162 · 0 off
- Sirote & Permutt, P. C. Profit Sharing 401(k) Plan (AL) 162 · 0 off
- Ollion 401(k) Plan (WA) 162 · 0 off
- Q Labs LLC 401(k) Profit Sharing Plan (OH) 162 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.